Major Gifts > Choosing a Gift That Matches Your Goals
Choosing a Gift That Matches Your Goals
Summary
| If your goal is to: | Then you can: | And your benefits are: |
| Make a quick and easy gift | Simply write a check now | An income tax deduction and immediate impact for us |
| Avoid tax on capital gains | Contribute long-term appreciated stock or other securities | A charitable deduction plus no capital gains tax. |
| Defer a gift until after your lifetime | Put a bequest in your will (give us cash, specific property or a share of the residue) | Donations that are fully exempt from estate tax |
| Make a large gift with little cost to yourself | Contribute a life insurance policy you no longer need | Current and possible future income tax deductions |
| Avoid the twofold taxation on IRA or other employee benefit plans | Name us the beneficiary of the remainder of the assets after your lifetime | The ability to leave your family other assets that carry less tax liability |
| Create a hedge against inflation over the long term | Create a charitable remainder trust | Variable income for life and tax benefits |
| Secure a fixed life income while avoiding market risks | Create a charitable remainder annuity trust | Tax benefits and, often, a boosted rate of return |
| Reduce gift an estate taxes on assets you pass to children or grandchildren | Create a charitable lead trust that pays income to us for a specific term of years | The estate tax benefits of a gift, but allowing your family to keep that property |
| Have a guaranteed, fixed return for your life | Create a charitable gift annuity | Immediate as well as deferred gift annuities for younger donors |
